Benefits Sales Executive, WA & OR; Remote

Overview

About The Role
Equitable is looking for a dynamic Sales Executive to join our Employee Benefits (Group Insurance) team. You will work with regional and national distribution leadership to drive prospect activity and sales in the Washington, Oregon, Alaska, Idaho and Montana markets. This role will be located within the established markets of either Washington or Oregon and work remotely from a home office with 50% to 75% travel within the assigned territory.

• Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs
• Meet or exceed activity goals related to new client meetings, quote activity, relationship management and annual premium sales goals
• Generate proposals for group Life, Dental, Disability, Vision, Critical Illness, Accident, and Hospital Indemnity for clients in the target market of 20-500+ lives within the designated territory
• Provide consultative analysis and recommendations to distribution channel partners and prospective clients
• Construct and maintain a business plan for the designated territory based on sales and strategic initiatives
• Build long-lasting, mutually beneficial relationships with external contacts and internal departments to improve the customer experience
• Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually
• Coordinate and track client events, meetings, appointments, and conferences
• Coordinate with the Regional Account Manager on the delivery of all proposals
• Stay current on company offerings and industry trends through market research and participation in meetings, conferences and industry events

This position offers a remote work arrangement with up to 75% travel for business needs. Periodic office visits may be requested based on business needs.

Compensation and Benefits
The base salary for this position is $60,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits
:
Equitable Total Rewards Program

• 3+ years of experience and documented success in sales or marketing within the Group Insurance (
  
  Employee Benefits:
  
  Life, Dental, Disability and Vision)
• Group Insurance sales experience within Washington or Oregon
• Life and Health Insurance licenses specific to the territory (WA, OR, AK,  MT)

• A self-motivated, driven individual who is goal oriented and able to take ownership of assigned territory to develop strong, long-term relationships
• Exceptional communication skills
• Demonstrated ability to develop trust and credibility easily and quickly, with exceptional communication skills
• Thorough understanding of Equitable Employee Benefits product portfolio and the benefits each one offers
• Ability to partner with local, regional and national service/account management, underwriting and home office personnel

• Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
• Creativity: Knowledge of approaches, tools, and techniques for promoting creative, original thinking and ability to apply it to a variety of business situations.
• Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization.
• Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
• Territory Management: Knowledge of territory management practices, tools and techniques; ability to manage and maximize insurance business performance for one or multiple geographical area(s).

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We…